Animal Spirits Episode 48: Looming Disaster

On this week’s Animal Spirits with Michael and Ben we discuss:

  • Why losses in the bond market can sting.
  • Do stocks diversify bonds?
  • Jeremy Siegel says stocks are undervalued relative to bonds.
  • Can bonds really be overvalued?
  • Do rising interest rates really hurt stocks?
  • Will we buy the new Amazon Alexa microwave?
  • Pot stocks and mini bubbles.
  • World poverty levels continue to decline on a massive scale.
  • How informed do you have to be as an investor to be successful?
  • Can dividend stocks act as a bond substitute?
  • Seth Klarman’s parallels to the 1990s.
  • Are people hardwired to be bearish?
  • Can anyone top Bloomberg in terms of financial data?
  • Investing for intermediate-term financial goals and much more.

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